Archives August 2017

Interview with John Kalos of Merit Financial Planning

Last update on Aug. 28, 2017.

Image Credit: Vintage Tone/Shutterstock.com

 

In this series, I (Jin Choi) publish interviews of interesting financial professionals. The following is a transcription of my interview of John Kalos, who runs Merit Financial Planning. Please note that the transcription has been lightly edited to improve clarity.

Jin: Hi, John. Could you please introduce yourself?

John: Yes, of course. So, my name is John Kalos, and I run an independent fee-based financial planning firm here in Montreal called Merit Financial Planning. I’ve been in the industry for close to twenty-five years. For the past twenty years, I’ve been a ...

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Announcement: I Will Be Writing Fewer Articles

Last update on Aug. 21, 2017.

Image Credit: Billion Photos / Shutterstock.com

 

Since I started this blog in 2013, I’ve written at least one article a week. But starting next month, I plan on writing just two or three articles a month.

The articles I publish will follow a pattern: I will continue to give my thoughts on matters that affect MoneyGeek’s portfolios on the first Monday of each month. On the third Mondays, I will continue to present my TFSA updates, as well as present my findings on my research into machine learning as a tool to use in investment choices ...

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My TFSA Update July 2017 - My New Long Term Investment Approach

Last update on Aug. 14, 2017.

Image Credit: one photo / Shutterstock.com

 

In this series, I (Jin Choi) talk about my goal of reaching $1 million in my TFSA account by 2033. If you want to know what a TFSA is, I recommend you read my free book. In this post, I’ll also explain why I’m keeping my oil and gas stocks for now, and I’ll also lay out my long term investment plan.

 

July Results: Up 4.3%

At the end of July, I had $48,600 in my TFSA account, which was up by 4.3% during the month ...

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Will Technological Advances Keep Inflation Low?

Last update on Aug. 7, 2017.

Image Credit: Dmytro Zinkevych / Shutterstock.com

 

At the beginning of every month, I brief members on how MoneyGeek's Regular portfolios have performed and comment on the state of the financial markets. In this update, I’ll also discuss how technological progress tends to suppress inflation, and how that could influence our investment decisions.

 

July Performance of Regular Portfolios

The performance of MoneyGeek's Regular portfolios for the month of July 2017 were as follows:

 

Last Month

Last 12 Months

Since Apr 2013

Slightly Aggressive

-0.4%

+13.6%

+76.7%

Balanced

-0.4%

+11.9%

+63 ...

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